Glossary

Workflow Automation

Term Definition of Workflow Automation

Workflow Automation is a technology solution, which automates the tasks, resources and internal operations that form the process known as “workflow.”

To understand the value of Workflow Automation one must first understand workflow. Workflow is the process, which encompasses many small, definable tasks that link together to achieve the desired result. The workflow encompasses events, actions, resources and tasks. For example, let us assume that the Acme Company sells widgets.

The workflow automation process might look like this:

-Customer calls to order widget
-Customer service representative takes customer order by phone
-Customer processing pulls order and gives to fulfillment
-Order fulfillment pulls widget from shelf and packages to ship
-Shipping agent picks up widget and takes to processing station for shipping

In this example, there is an event initiating action (customer calls to order widget), an action (customer service representative takes call), subsequent tasks (order entry, processing, fulfillment) and resources (staff, telephone, shipping materials, etc). This collection of task management is the workflow for achieving the result of selling a customer the widget.

Workflow automation software links together the elements of workflow (events, tasks, resources) in an attempt to increase the speed, visibility and coordination by which the work gets done. Workflow automation (workflow tracking software) solutions provides significant benefits to organizations. Task management is greatly improved because priorities and timelines are linked across and even between organizations. Task software and calendars are visible to all users enabling workloads to be shared and efficiently managed. Another advantage of automation is visibility. Managers can quickly see the status of a process but beyond that they can also identify roadblocks, resources constraints and opportunity for process improvement.

The integration of Sage ERP Accpac with the Tenrox application provides users the capability to effectively exchange financial information through efficient communication between the two systems. This integration allows for sending data within Tenrox related to payroll, payable and WIP accrual batches, invoices and multi client invoices to Sage ERP Accpac.

Included Features:

Mapping of Accounts, Customers, Employees, Invoices

Export Payable Batches from Tenrox into Sage ERP Accpac

Export Invoices from Tenrox into Sage ERP Accpac

Export Payroll Batches from Tenrox into Sage ERP Accpac

Export WIP Accrual Batches from Tenrox into Sage ERP Accpac

Software Requirements:

Sage ERP 2010

Sage ERP 2013

Unbilled Entries by Task Report

This report provides detailed data for project tasks including all types of entries time, expense, charges…etc.) which were not included in an invoice.

Included Features:

The report gives you the ability tp see entries by data and see the notes entered against each entry

The report can be exported to Word, PDF and Excel

Software Requirements:

Tenrox Version 2011 R1 or later

Unbilled Entries by Project Report

This report provides detailed data for project tasks including all types of entries (time, expense, charges…etc.) which were not included in an invoice.

Included Features:

The report gives you the ability to see entries by data and see the notes entered against each entry

The report can be exported to Word, PDF and Excel

Software Requirements:

Tenrox Version 2011 R1 and later

Time Import

This import allows entering time logged in another system for a subset of or the complete user base, allowing all tracked time to be centralized for reporting and invoicing.

Included Features:

The source can either be a text, CSV or Excel file, or even through a SQL Server staging database

Tenrox Automation Service

Error logging, file based and/or staging database

Email notification providing process status with a summary and details of errors encountered

Software Requirements:

Tenrox 2015 R2 or later

Salesforce.com Integration

The integration of Salesforce.com and Tenrox allows the handling of financial and Customer Relationship Management (CRM) information in Salesforce.com and the management of people, projects and business processes in Tenrox.

Included Features:

Mapping of Users, Accounts, Contacts, Projects

Export Tenrox Project KPIs into Salesforce

Advanced integration options

Access Tenrox reports within Salesforce

Software Requirements:

Salesforce.com:

Enterprise

Professional Edition

Unlimited Edition

QuickBooks Desktop Integration

The QuickBooks Desktop integration allows for a seamless communication between Tenrox and QuickBooks Desktop. The integration allows for sending data within Tenrox related to invoicing and payable batches into QuickBooks.

The QuickBooks Online integration allows for a seamless communication between Tenrox and QuickBooks Online. The integration allows for sending data within Tenrox related to invoicing and payable batches into QuickBooks.

The Tenrox PS Project Time Report (Billing Report) provides users with a detailed view and information about time spent on projects :

Included Features:

To provide users with a detailed view and information about time spent on projects

This can include Billable time entries only or Billable, Non-Billable and Funded hours

The report gives you the ability to drill down to each user level by entry date and view the notes entered against each time entry

The report can be exported to Word, PDF and Excel

The ability to expand/collapse each user data

Requirements:

Tenrox Version 2011 R1 and above.

Project Team Import

This service simplifies staffing projects with Tenrox resources.

Instead of manually going through projects and assigning users, a list of users needed to be assigned to each project can be uploaded. This is particularly useful for implementations with projects imported from an external source into Tenrox.

Email notification providing process status with a summary and details of errors encountered

Software Requirements:

Tenrox 2014 R1 or later

Microsoft Dynamics GP Integration

The integration of Dynamics Great Plains with the Tenrox application offers users optimal flexibility to handle financial information through a smooth communication between the two systems. This integration diminishes manual overhead involved in re-entering information in a different system by sending data, specifically invoices, payroll, payable and WIP Accrual batches, from Tenrox to Dynamics Great Plains.

Included Features:

Mapping of Accounts, Customers, Employees

Export Invoices from Tenrox into Microsoft Dynamics

Export Payable Batches from Tenrox into Microsoft Dynamics

Export Payroll Batches from Tenrox into Microsoft Dynamics

Export WIP Accrual Batches from Tenrox into Microsoft Dynamics

Software Requirements:

MSGP (Dynamics) 10.0 (Not supported as of Tenrox 2014 R3)

MSGP (Dynamics) 2010 (Not supported as of Tenrox 2014 R3)

MSGP (Dynamics) 2013

Microsoft Dynamics CRM Integration

The integration of Microsoft Dynamics CRM and the Tenrox application affords users ample flexibility to manage sales, marketing, and customer service operations through efficient communication between the two systems. The integration allows for sending data within Tenrox related to users, accounts, contacts, projects and KPIs into Dynamics CRM.

Included Features:

Mapping of Users, Accounts, Contacts, Projects

Export Tenrox Project KPIs into Microsoft CRM

Viewing Microsoft CRM reports within Tenrox

Software Requirements:

Microsoft Dynamics CRM 2013 Online (as of Tenrox 2014 R1)

Microsoft Dynamics CRM 2013 On-Premise (as of Tenrox 2014 R1)

Small Business Edition 3.0

Enterprise Edition 3.0

CRM 4.0 On-Premise

CRM 5.0 On-Premise

Leave Time History Report

The Tenrox Leave Time History report allows users to review their leave time history for the current year. The report groups the events by type of leave and displays details for each event including each events effect on the balance. The report is accessible directly from the timesheet and can be exported to Word, PDF, or Excel.

Included in the Report:

Leave time history overview

Accessible directly from the time sheet

The report can be exported to Word, PDF and Excel

Different section for each leave type

The ability to expand/collapse each type of leave

Software Requirements:

Tenrox 2013 R1 or later

Leave Time Balance Import

This application is used to synchronize employee leave time values with a third party software or any calculation outside of Tenrox.

Included Features:

The source can either be a text, CSV or Excel file, or even through a SQL Server staging database

Tenrox Automation Service

Error logging, file based and/or staging database

Email notification providing process status with a summary and details of errors encountered

Software Requirements:

Tenrox 2014 R1 or later

Intacct Integration

The integration of Intacct with the Tenrox application offers users optimal flexibility to handle financial information through a smooth communication between the two systems. This integration diminishes manual overhead involved in re-entering information in a different system by sending data, specifically invoices and payable batches, from Tenrox to Intacct.

Included Features:

Mapping of Accounts, Customers, Employees

Export Invoices from Tenrox into Intacct

Export Payable Batches from Tenrox into Intacct

Exchange Rate Import

This service maintains consistency for currency exchange rates between Tenrox and third party systems. It is especially necessary if the exchange rates are maintained outside of Tenrox and requires synchronization with the master system.

Email notification providing process status with a summary and details of errors encountered

Software Requirements:

Tenrox 2014 R1 or later

Concur Integration

Tenrox supports integration with the Concur Travel and Expense Management Solution. Clients who use Concur for travel and expense management and need a solution for their professional services now have a streamlined way to move data seamlessly between the Tenrox and Concur applications and enjoy the benefits of utilizing Tenrox.

Included Features:

Generating invoices that will include the expenses from Concur as well as Time & non-labor actuals from Tenrox.

Software Requirements:

Tenrox 2014 R3 or later

Concur Standard or Professional

Charge Import

The charge import allows transactions recorded elsewhere to be imported through a scheduled service to maintain a financial integration.

Included Features:

The source can either be a text, CSV or Excel file, or even through a SQL Server staging database

Tenrox Automation Service

Error logging, file based and/or staging database

Email notification providing process status with a summary and details of errors encountered

Software Requirements:

Tenrox 2014 R1 or later

ADP integration

Tenrox supports a file-based integration with ADP (Automatic Data Processing). This type of integration with ADP reduces the manual overhead involved in re-entering all the information in a different system by sending data, specifically related to payroll and payable batches, from Tenrox to ADP.